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Where can I get a retirement planning spreadsheet??

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  • caldejud
    caldejud Posts: 22 Forumite
    Hi Lady TC

    We currently use the Classic version which we have found excellent particularly for planning gifts and potential care costs but if we want to plan in something else instead we need to remove these and put in the new details.

    Does the Premium version allow you to start up a second profile and do you have to key in all the information again - I know its only another quid a month but it would be great if you could let me know as I think I will upgrade.

    Thanks
  • This is a simple calculator based on a spreadsheet I made.

    igor.gold.ac.uk/~mas01rwb/pension.html
  • LadyTC
    LadyTC Posts: 19 Forumite
    Fourth Anniversary 10 Posts
    Hi Caldejud

    We didn't go for Classic and went straight for Premium and like you we think the programme is excellent. With premium you can save as many scenarios as you want and no you don't need to re-key all the info in again. When you add a new one it just saves the previous one and then you rename it. We've planned for all sorts of different things. With premium we also get daily updating of our share prices and ISA funds. I think it does other bits too but not exactly sure what you get with your Classic . I think you will see the value of just another £1 per month.

    I hope that helps.
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